Cohen & Company Securities, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 149758
- Registered since
- June 18, 2009
- Website
- cohensecurities.com
Firm profile
FINTRXOverview
Cohen & Company Securities, LLC is organized as a limited liability company and is registered with the SEC since 2009. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The firm's profile does not present customary adviser attributes: it is not identified as a multi-state adviser, not flagged as an active ESG investor, and is not positioned as a pension consultant or related adviser. Fields for business activities and advisory activities are not populated in the FINTRX snapshot, so there is no publicly listed description of ongoing advisory mandates or product lines beyond its investment bank classification.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7
Jennifer Drake
Chief Strategy OfficerCRD 2781018

Lester Brafman
Chief Executive OfficerCRD 1895749

Katharine Vacca
Chief Compliance OfficerCRD 1821586
Contacts
3 of 93
Morgan McKee
Analyst, Investment BankingCRD 8163450

Steven Weiner
Managing DirectorCRD 6095283

John Butler
Managing DirectorCRD 6586143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
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